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PG&E
PCG

Overview Fund Activity

419 hedge funds and large institutions have $14.8B invested in PG&E in 2021 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 153 increasing their positions, 116 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
-17
Holders Change %
-3.9%
% of All Funds
7.31%
Holding in Top 10
21
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-38.24%
% of All Funds
0.37%
New
49
Increased
153
Reduced
116
Closed
64
Calls
$212M
Puts
$125M
Net Calls
+$87.1M
Net Calls Change
-$158M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$732M
2
BlackRock
2
BlackRock
New York
$1.07B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$175M
4
CS
4
Credit Suisse
Switzerland
$256M
5
Franklin Resources
5
Franklin Resources
California
$173M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$262M
2
AL
2
Appaloosa LP
New Jersey
$166M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.51B
4
CCP
4
Cyrus Capital Partners
New York
$0
5
SCM
5
Steadfast Capital Management
New York
$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
376
Albion Financial Group
Utah
$3K +$3K +316 New
BCWM
377
Bartlett & Co Wealth Management
Ohio
$2.03K – – –
Rockefeller Capital Management
378
Rockefeller Capital Management
New York
$2K -$15K -1,500 -88%
TWA
379
TCI Wealth Advisors
Arizona
$2K -$1.47K -115 -42%
GWSG
380
GPS Wealth Strategies Group
Colorado
$2K -$571 -50 -22%
BC
381
Bartlett & Co
Ohio
$2K – – –
EI
382
Ellevest Inc
New York
$2K – – –
GWS
383
Glassman Wealth Services
Virginia
$2K – – –
CFFP
384
Center for Financial Planning
Michigan
$2K – – –
HWMA
385
Heritage Wealth Management (Arizona)
Arizona
$2K – – –
PB
386
Pinnacle Bancorp
Nebraska
$2K – – –
PGAM
387
Princeton Global Asset Management
New Jersey
$2K – – –
PCG
388
Private Capital Group
Connecticut
$2K +$1.22K +125 +156%
LWCFA
389
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K +$2K +196 New
AWM
390
Avior Wealth Management
Nebraska
$2K +$2K +229 New
EFSCE
391
Enterprise Financial Services Corp (EFSC)
Missouri
$1K -$1.65K -119 -62%
CAL
392
Capital Analysts LLC
Pennsylvania
$1K – – –
HI
393
Harbour Investments
Wisconsin
$1K – – –
MAM
394
Meeder Asset Management
Ohio
$1K – – –
IRC
395
Investors Research Corp
Georgia
$1K – – –
CA
396
Clearstead Advisors
Ohio
$1K – – –
NSIM
397
North Star Investment Management
Illinois
$1K – – –
AWM
398
Accel Wealth Management
Iowa
$1K – – –
SFO
399
Standard Family Office
South Dakota
$1K – – –
BA
400
Bellwether Advisors
Nebraska
$1K – – –
14 15
16
17 18